See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,457 | $89,753+13.0% | $107,525-5.6% | $84,808+19.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.37% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,572 | $3,113+14.7% | $3,754-4.8% | $2,631+35.8% |
| Participant deferral / active EE | $4,978 | $4,056+22.7% | $5,116-2.7% | $4,212+18.2% |
| Admin fee / account holder | $7,249 | $7,222+0.4% | $8,919-18.7% | $7,344-1.3% |